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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,906 | $56,894-58.0% | $84,753-71.8% | $62,881-62.0% |
| Participation rate | 34.0% | 68.5%-34.5pp | 76.6%-42.6pp | 69.3%-35.3pp |
| Annual return | 5.79% | 6.30%-0.5pp | 22.78%-17.0pp | 20.14%-14.3pp |
| Employer contribution / active EE | $568 | $2,400-76.3% | $3,574-84.1% | $2,281-75.1% |
| Participant deferral / active EE | $2,618 | $2,709-3.4% | $3,712-29.5% | $3,203-18.3% |
| Admin fee / account holder | $5,841 | $3,581+63.1% | $5,333+9.5% | $4,296+36.0% |